Overview of Neutral Trend TradeMax® 2017

Designed for active traders to calculate their capital
gain
TradeMax® 2016, designed for active trader
for its great capacity to support unlimited number of trades, also
breezes normal traders with its function to auto-generate Form 8949 from several accounts. It exports Form 8949 with larger than 100,000
transactions which normal tax software can’t.

Multiple currency Accounting
For active traders who traded in multiple currencies, totaling the cash balances
and account value calculations must be a tough and tedious chore,
TradeMax’s Multiple currency Accounting feature solves this dilemma
based on the latest downloaded exchange rate, so that users can
track the trade performance from instant to instant.

Daily Graphical Reporting
TradeMax 2015 provides users with easy steps to generate Daily Account/Portfolio Value Chart Report or Mark to Market Gains & Losses Pie report
for the purpose of better investing , Daily Account Value chart report helps you to compare your current Account Value with other
index(DowJones,S&P500) and analyze trade performance based on the detailed information on daily basis, while the Gains & Losses
Pie reports give you a concise or summarized information about the gains or losses of selected securities during a specific fiscal
year or a set time period.

Handle most wash sales easily
Apart from capital gains calculation, TradeMax® 2017 also calculates
several Wash Sale scenarios, including but are not limited to, Wash
Sale between identical securities (stocks
and options), Wash Sales on an unequal number of securities
and Wash Sale on Same Day Rule. User also can monitor specific investments,
calculate
Wash Sales and defer loss between different accounts
by combining different accounts. TradeMax® 2013 generates Wash
Sale Reports according to the wash sale rules defined by users.

Export Form 8949 Report and other
Reports to ease tax filling
Neutral Trend's TradeMax® 2014 allows user to generate capital
gains/losses report for Form 8949 purpose or export
*.txf file to popular tax software such as TaxCut, TurboTax or export
taxact csv file to taxact online.

Record Corporate Events to track your
trade history
TradeMax® 2014 processes corporate events that affect cost basis
or Capital Gains Tax for the Schedule D(Form 1040) and keeps track
of cost basis adjustments due to corporate actions like
splits,
spin-offs,
and mergers.
By using this feature, investors can view all of their transactions
that have occurred in this particular symbol such as Return of capital,
Reinvested
Income and Dividend
paid on Short Sales which will provide them with the facility
to conduct transactions more accurately and adjust their trade for
tax purpose by maintaining the trade history.

Auto-Convert Foreign stock trade( Non-USD)
to USD Currency
As the transaction may be traded in foreign currency such as CAD,AUD,JPY,
etc, TradeMax® 2013 auto-converts
Non-USD transactions and foreign account into USD trade
or account according to the forex rates you downloaded from the
internet. Downloading a specific period of the Forex Rates between
USD VS other currency helps you make better investments.

Calendar Module
With TradeMax calendar Module help transactions can be viewed by month or by week. This helps you to visualize when transactions occur each month.You can use Day View, Work Week View, Week View or Month View to check the transaction record for a certain period.

Portfolio Beta Calculator (This function only include in Deluxe,Premier Edition) Portfolio Beta module shows the risk-adjusted return of the portfolio and that of the index over one time period in the past.This module also includes options trading strategy evaluation function which can give you a graphic report on specific options spread trade strategies, specificallybutterflies, calendars, iron condors, and their adjustments

Auto-identify 21-character-new option symbol
Options symbols, which are also known as the "OCC (Option Clearing
Corporation) series key", have increased in length from 5 characters
to 21 characters as part of a new industry standard format used
in back-end operations. TradeMax supports auto-identification of the Strike
Price and Expiration Date of the new 21-character-option symbols.

Monitor your Captial gain easily

Setup and Combine different accounts to monitor your capital gains
Users can setup different investment type accounts among their entire family. Neutral Trend's TradeMax® 2014 tracks and categorizes trade data automatically. Users can view all their investment accounts in one place. Combine two or more accounts to one to manage your trades and monitor your realized/unrealized gains & losses for current positions.

Filter the specific data to monitor the capital gains
You can use the time filter function to track the trade data and to monitor the capital gains in specific time range.
You can also use the column header filter function to filter the trade data and monitor realized/unrealized gains & losses for current positions.

Track your trade

Comprehensive Corporate Events Module
Recording various corporate events, on the one hand, which helps you to maintain your trading history in the event of corporate actions such as stock splits, stock merge, spinoff and symbol changes, expand the portfolios and enable you to cross-reinvest income from any investment: on the other hand, you can better adjust the cost basis of the stock by that amount and track incomes, expenses, credits, debts and banks transactions.

Price History Module
Help you make more favorable and better investment through tracking the price history of the security you downloaded and generate unrealized gain/loss report.

Prepare Form 8949 & schedule D

Handle wash sales
Neutral Trend TradeMax® 2016 properly Calculates various Wash Sale scenarios, including but are not limited to, Wash Sale between identical securities (stocks and options), Wash Sales on an unequal number of securities and Wash Sales on Same Day Rule. According to different wash sale calculation methods and calculation difficulty levels, TradeMax® 2013 provides calculation rule with Low-to-high levels applying to different capital losses and generates your reports based on the selected wash sale calculation rule.

Powerful importing module
Neutral Trend's TradeMax® includes lots of preset profiles to support
most brokers. Users can import data file with the following type
extension: *.csv, *.txt, *.xls, *.qif, *ofx, *.qfx, *tlf., *tdf
. TradeMax also provides a flexible format reorganization algorithm
which allows users to customize their own format.

Screenshot of Neutral Trend TradeMax®

Guarantees

This Neutral Trend TradeMax® is 100% clean, so you need not have any concerns about installing it on your computer.

TradeMax offers a 30 day money back guarantee subject to the following conditions: If we cannot resolve any problems you might encounter when using TradeMax to your satisfication, we will refund you the FULL purchase amount within the first 30 days of purchase.

We will not pass your details onto third parties.You will receive order confirmation and shipping information electronically immediately after ordering.

Awards

Why use TradeMax calcuate my Capital Gains & generate schedule-D

File Schedule-D from several accountsAggregates Multiple Accounts Trade Data. It allows you to combine your accounts from different brokers and also combine the accounts between you and your relatives

It is a full featured tax software specifically designed
for active investors or traders to manage their trade data
maximize their capital gain/loss strategy, adjust wash sales,
prepare their Schedule D,etc. Worth a try!

By Melinda G

I just got TradeMax, it is really amazing. Perfect importing, accurate washsale calculation and large quantity of records supported, one click to generate my Schedule D-1 report with thousands of trades, It is worths the price.

By Sam W

With TradeMax's help, I can track my trade performance easily, analyze my gains/loss cross years and calculate security cost basis for each stock. It really saves me a lot of time and helps me make better investments.. Worth trying!

By Kent H

As an investor who trades in foreign securities, reporting all those gain/loss on Schedule D is a tedious and tough job. TradeMax converts the foreign securities cost basis into USD figures, so that I can estimate gain/loss on USD cost basis. I believe TradeMax is a good buy for the traders like me, and I recommend it highly.

By Clayton J

I really do like your program. I believe I have a much better understanding of your software now and will be highly recommending it to my client. He purchased another accounting software and not only do I not like it, but it does not even come close to having the flexibility that yours does. Yours is a much better program.

By Stephen G

I have recently downloaded your software and I am impressed with it. It's really very good. I believe there will be many people who will like it.

By Benson S

It is a good program, nice GUI and works well for what it is designed to do. TradeMax calculates everything related to a security wash (long, shorts, put, calls, etc). These features would be very helpful.

By Dave H

To 'TradeMax Support Team' : I applied the fixes, Numbers balance to the penny now. This repair service was superb. You folks are fantastic. Thanks again.